Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Eklavya - Long Term Value
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Eklavya - Long Term Value
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
−0.27%
6 Months
2.30%
3.15%
1 Year
9.30%
1.21%
3 Years
13.80%
7.56%
5 Years
16.30%
7.07%
Since Inception
18.90%
8.52%
Fund Age
10 yrs 1 mo
9 yrs 8 mo
AUM
₹2,128.58 Cr
₹13.66 Cr
Alpha – 1 Year
4.60%
−5.64%
Alpha – 3 Years
1.70%
−3.47%
Information Ratio – 3 Years
0.16
-0.30
Volatility – 1 Year
18.96%
12.30%
Volatility – 3 Years
16.97%
8.49%
Beta – 1 Year
1.03
1.19
Beta – 3 Years
0.88
0.90
Sharpe Ratio – 1 Year
0.27
-0.24
Sharpe Ratio – 3 Years
0.54
0.19
Worst Rolling Year
0.21%
1.86%
Value at Worst Rolling Year
₹1.00 Cr
₹1.02 Cr
Deepest Drawdown
−14.69%
−11.36%
Recovery Period
Not yet recovered
126 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
9.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 26% · M 7% · S 35%
Number of Stocks
—
30
Portfolio P/E
—
27.21
Top 5 Holdings
—
AXIS Arbitrage Fund - Direct (G) · 9.30%
AXIS Liquid Fund - Direct (G) · 8.57%
ITC Ltd · 7.54%
HDFC Gold ETF · 6.98%
D-Link India Ltd · 6.93%
Top Sectors
—
Others · 19.88%
Fast Moving Consumer Goods · 13.46%
Information Technology · 12.83%
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
15% of profit, above 10%
Variable Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
2% / 2% / 0%